Orion Advisor Technology
Reviews
Star rating
Rank in Investor Reporting
Pros and cons
Pros
- Ease of Use
- Setup Ease
- Reporting
- Functionality
- Customer Support
- Investment Management
Cons
- Difficult Learning
- Integration Issues
- Data Accessibility
- Feature Deficiency
- Not User-Friendly
- Poor Navigation
Traffic & LLM citations
Source: G2 review data
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 66.3% |
| Mid-Market | 30.6% |
| Enterprise | 3.1% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2026 Q1 | 94 | 4.5 |
| 2026 Q2 | 1 | 5.0 |
Satisfaction ratings
What reviewers say
Easy, All-in-One Client Account Tracking and Return Demonstrations
“The ease of use to demonstrate rates of return to a client. See RMDs needed. Track everything I need to know about my clients’ accounts in one place.”
Efficient, User-Friendly, and Highly Recommended
“I use Orion Advisor Technology for trading, proposals, and risk intelligence. I like the ease of use, as it allows me to use my time better. It solves the problem of having to manually enter information, which is a huge time saver. The initial setup was fairly easy.”
Seamless Performance Reporting, Easy to Use
“I like that Orion Advisor Technology provides client-ready performance reports, which is really helpful for my work. Also, I appreciate its ease of use, which made the initial setup easy.”